Ron Robertson Valentine

Employer firm

Promontory Financial Planning, LLC CRD 153666

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 09/2017
  Berthel Fisher & Company Financial Services, Inc
  Kaysville, UT
• 12/2013 → 09/2017
  Bfc Planning, Inc.
  Kaysville, UT
• 09/2017 → Present
  Promontory Financial Planning
  Farmington, UT

Previous Registrations

• 2013-12-11 → 2017-09-27
  Bfc Planning, Inc.
  Layton, UT
  Cedar Rapids, IA
• 2008-05-20 → 2013-12-10
  Berthel, Fisher & Company Financial Services, Inc.
  Layton, UT
  Kaysville, UT
  Cedar Rapids, IA

Other Businesses

1.RON VALENTINE INSURANCE-Y-LAYTON, UT-INSURANCE SALES-OWNER-06/1982-5-5-INSURANCE SALES 2.VALENTINE CPA-Y-KAYSVILLE, UT-CPA SERVICES-PRINCIPAL-01/1997-110-110-TAX PREPARATION 3.EMPYREAL HOLDINGS, LTD.-N-LAYTON, UT-REAL ESTATE RENTAL-GENERAL PARTNER-10/1999-1-0-RENTAL OF COMMERCIAL REAL ESTATE 4. 5.Valentine CPA & Engineering Company-N-Layton, UT-Accounting-Vice President-10/2016-10-10-Accounting & Engineering Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-19
• S63 Uniform Securities Agent State Law Examination
  1994-08-09